Investment Analyst

Job Description

Job Description

Position Profile: Investment Analyst at Retirement Income Solutions

Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded over 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $3 billion in assets. We have developed a team of more than forty Wealth Advisors and support professionals and are seeking to welcome an Investment Analyst to our growing team.

The Investment Analyst is a crucial role that is vital to our firm’s success. The primary responsibilities in this position are to provide service and administrative support for our Wealth Advisor teams. The person in this position focuses on supporting the teams from an investment management, research, trading, and product perspective, which includes performing financial analysis as well as investment and retirement planning preparation, assisting Wealth Advisors with client portfolio allocation, trade preparation, and execution. Strong attention to detail, an interest in investment analysis, and the ability to multi-task, enter, and interpret information quickly and accurately is of the utmost importance. Proficiency with Microsoft Office applications (Word, Excel, and Outlook) is required, and three to five years of finance industry knowledge is a plus.

The ideal candidate will have three to five years of experience providing investment support for a broker or financial advisor. This person must be disciplined and well organized, take ownership, display follow-through, have strong oral and written communication skills, prioritize, and resolve issues in a fast-paced environment. This candidate must also work well in a team environment and have a passion for delivering superior customer service at all times.

Qualifications

·         Bachelor’s Degree (required)

·         3-5 years of investment analyst support experience

·         Strong analytical skills to review, create and evaluate complex financial reports

·         High accountability to ensure client and team expectations are exceeded

·         Proficiency with Microsoft Office Applications

·         Issue prioritization skills

·         Excellent communication skills

·         Strong customer service skills

·         Ability to work independently and take initiative

·         Series 65 preferred

Position Responsibilities

·         Prepare analysis/research reports on various products including mutual funds, ETFs, and other related securities

·         Analyze asset allocations within client portfolios

·         Gather, input, analyze and review data in planning software and other internal systems

·         Execute trades on various custodial platforms

·         Monitor cash balances and daily transaction activity

·         Monitor and resolve trade/investment related issues

·         Prepare and draft ad-hoc reports and complete project requests

·         Participate in company meetings

Benefits

·         Competitive benefits package including individual and family plans for medical, dental, and vision coverage

·         401k plan

·         Profit sharing

·         Paid time off and Paid Holidays

·         Education Assistance Program

·         Bonus compensation

·         Work with awesome colleagues!!

Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded over 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $3 billion in assets. We have developed a team of more than thirty-five Wealth Advisors and support professionals and are seeking to welcome a Director of Finance to our growing team.

Company Description

Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded over 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $3 billion in assets. We have developed a team of more than thirty-five Wealth Advisors and support professionals and are seeking to welcome a Director of Finance to our growing team.